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In-depth observation: The effectiveness of mid-to-high-end transformation is prominent, aac tech (02018) optics will usher in a turning point in performance.
AAC Tech's reliance on Chenergy Optics is a major support, while the development of the optical business completes the last piece of AAC Tech's "audio, light, and electrical" business map, making AAC Tech a global leader in interdisciplinary product development of sensory technology.
IDC: In the third quarter, the mainland tablet computer market's shipment volume increased by 9.3% year-on-year.
International data company (IDC) released a quarterly tracking report showing that the mainland tablet market shipments reached 7.68 million units in the third quarter, a 9.3% year-on-year increase, achieving positive shipment growth for three consecutive quarters.
CICC in "Dah Sing": MSCI China Adjustment, Focus on Positive Impact on Ctrip (09961.HK), Nio Inc (09866.HK), and Alibaba (09988.HK)
CICC's report pointed out that MSCI's adjustment to China focuses on the potential positive impact on Ctrip-S (09961.HK), Nio-SW (09866.HK), and Alibaba-W (09988.HK); and the potential negative impact on Meituan (06110.HK), GAC (02238.HK), and iQIYI (IQ.US). In terms of the absolute change in weights, CICC calculated that due to this adjustment, Alibaba, Ctrip Group, Kuaishou-W (01024.HK), Nio, and Tianfeng Securities (601162.SH) rank high in weight increases.
Hong Kong stocks unusual movement: Apple supplier stocks collectively rose, rumored that Apple increased investment in Indonesia in exchange for lifting the ban on selling i16.
格隆汇 November 5th | Hong Kong stock market apple supplier stocks collectively rose, among them, Sunny Optical rose by more than 14%, Cowell rose by nearly 14%, Q Tech rose by nearly 9%, AAC Tech and BYD Electronic rose by more than 6%. On the news front, insiders said that Apple has proposed to invest nearly $10 million to the Indonesian government to build a factory, hoping Indonesia will lift the ban on selling the latest iPhone 16 locally. In addition to Apple's investment, the plan also includes Apple suppliers, who will build a factory in Wanlong in southeast Jakarta. Last month, the Indonesian Ministry of Industry banned Apple on the grounds that less than 40% of the parts for products needed to be produced in Indonesia.
Express News | Hong Kong stocks related to apple suppliers performed strongly, with Sunny Optical Technology rising more than 13%.
Exploring entry into the asia vets market! Apple supplier concept stocks strengthen in early trading, Cowell rises more than 10%, Sunny Optical Technology rises more than 4%
Apple supplier stocks strengthened in early trading. As of the time of publication, Cowell rose by 10.02%, to HKD 25.80; Sunny Optical rose by 4.17%, to HKD 51.25.
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